Excel Tips

Excel Tips: How to Consolidate and Convert Dates to a Standard List or Pivot Table

Many times, we deal with datasets that are more granular than what we desire. Take “sales by day” as an example. Most companies prefer to look at the sales data by month or quarter. Follow these quick steps to make the conversion:

  1. In order to summarize the sales information by year and quarter, first highlight the data and create a pivot table. Then select the Date field.
  1. Next, go to Pivot Table Option> Group> Group By Field.
  1. Group the dates as Months, Quarters and Years.
  1. When the grouping is done, the line items, in this case, “sales per day,” will be grouped under months, quarters and years.
  1. Next, remove the dates to leave the quarters and the year on the pivot table.
  1. Now you can rearrange the fields and bring in the Customer & Sales data — and see your data in years and quarters.

I hope you find this tip useful! Interested in more Excel solutions? Read about a powerful and flexible BI toolset — that you may own and not realize — in the blog, The Best New Business Toolset is Built into Microsoft Excel.

Keep in mind, if you would like to use more advanced capabilities in Excel to make an immediate impact on your organization, 8020 Consulting is here to help. Just click on the button below to connect with us. 

Contact Us

Categorized in:

similar articles

Learn to think and approach problems like our financial consultants.

Business Advisory

5 Easy Tips for Capital Investment Strategies During the COVID-19 Crisis

Even though it seems like the world is in a constant state of flux, there’s one thing that remains unaffected – and that’s the need for cash. Cash is king, and that’s not changing any time soon! That’s why smart businesses need to be especially discerning about capital expenditures. Of course, when something like crucial… View Article

April 7, 2020Kendra Shipley

8020 Consulting in the News

Read Our Article on Dynamic Cash-Flow Forecasting on CFO.com

We’re proud to announce CFO.com recently published a new article by 8020 Consulting’s CEO, David Lewis!

April 2, 2020Kelly Patchett

Financial Planning & Analysis

How to Build a Cash Flow Forecast to Manage Liquidity Now

Many businesses are adversely impacted by the coronavirus pandemic. During a time of uncertainty, companies should more than ever reevaluate their operational strategy and profitability forecast. Most importantly, management must have good visibility into the company’s potential of liquidity difficulties and opportunities. A well thought-out and dynamic cash flow analysis will provide stakeholders with such… View Article

March 26, 2020Joe Wirija

See All